See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,034 | $98,750+50.9% | $149,696-0.4% | $79,858+86.6% |
| Participation rate | 43.6% | 75.8%-32.2pp | 82.5%-38.9pp | 69.6%-26.0pp |
| Annual return | 3.97% | 27.43%-23.5pp | 276.60%-272.6pp | 31.71%-27.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,092 | $5,680-45.6% | $6,842-54.8% | $3,740-17.3% |
| Admin fee / account holder | $8,839 | $6,053+46.0% | $9,309-5.0% | $5,306+66.6% |